Primary Roles: Estate, financial, and retirement income planning
Jeff is a 25-year veteran of the financial services industry. He is a Certified Public Accountant, Certified Financial Planner™, and National Social Security Advisor. These certifications, along with his extensive professional experience, uniquely position Jeff to assist families in conquering life’s biggest challenges and he enjoys seeing the joy on clients' faces when they understand and embrace their Bucket Plan.
Jeff is a lifelong resident of Northeast Ohio currently residing in Avon, Ohio, and enjoys spending free time playing golf and time with his wife and three children and traveling.
“Whatever Your Mind Can Conceive and Believe, It Can Achieve.” – Napoleon Hill
Securities are offered through Innovation Partners, LLC, Member FINRA/SIPC. Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 140, Charlotte, NC 28210 Phone: (877) 784-8021
The Certified Public Accountant (CPA) license is a certified public accountant who is licensed by a state board of accountancy. Ohio’s CPA designation is issued to qualified accountants who: (i) have passed 150 semester hours of education or earned a graduate degree; (ii) successfully complete the CPA examination; (iii) successful completion of professional standards and responsibilities course; (iv) gain one year of relevant work experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent, and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.